Isaac Portillo
Fort Worth,TX
Summary
Dynamic customer service professional with extensive experience at BNY Mellon, excelling in technical support and financial literacy. Proven ability to resolve complex issues and enhance client satisfaction through effective communication and troubleshooting skills. Fluent in Spanish, adept at utilizing customer satisfaction and service desktop tools to drive operational efficiency.
Overview
3
3
years of professional experience
Work History
Customer Service Representative
BNY Mellon
Remote
12.2024 - Current
- Customer support with debit card services, financial literacy, and technical support.
- Providing guidance on account security, troubleshooting card-related problems, and assisting with card replacement or upgrading.
- Resolved issues regarding lock/unlock cards, travel advisories, PIN setup, lost or stolen cards, card declines, transaction disputes, and card activation.
- Answered customer inquiries and provided accurate information regarding products and services.
Financial Service Rep
Charles Schwab
Westlake, TX
05.2024 - 10.2024
- Provided comprehensive financial support for client inquiries, executed financial transactions, and facilitated funds transfers, ensuring resolution of complex account issues.
- Partnered with cross-functional teams to maintain the integrity of customer support operations and service continuity.
- Emphasized and delivered exceptional customer service, consistently addressing client needs and software-related inquiries.
Customer Service Rep
Accenture
Remote
10.2023 - 04.2024
- Addressed customer inquiries and resolved issues to ensure satisfaction, utilizing strong communication skills, and in-depth knowledge of service tools.
- Collaborated with cross-functional teams to streamline issue resolution processes, enhancing overall service quality and efficiency.
- Met and maintained performance goals through dedicated service, and a consistent commitment to improving customer support experiences.
Customer Support Specialist
ArtenSFR
Remote
08.2022 - 01.2024
- Collected and analyzed data, ensuring accuracy in records and executed regular information backups.
- Handled high-volume correspondence, managing hundreds of messages and phone calls to facilitate property transactions.
- Coordinated email communications and maintained organized scheduling to support client engagement and operational efficiency.
- Remote
Education
Continued Education - Cyber Security
The University of Texas At Arlington
Arlington, TX09-2025
Skills
- Fluent in Spanish
- Prodlike
- Service Desktop
- Customer Service
- Technical Support
- Google Sheets
- Microsoft
- Computer Proficiency
- Avaya
- Salesforce
- SaaS
- Troubleshooting issues
Timeline
Customer Service Representative
BNY Mellon
12.2024 - Current
Financial Service Rep
Charles Schwab
05.2024 - 10.2024
Customer Service Rep
Accenture
10.2023 - 04.2024
Customer Support Specialist
ArtenSFR
08.2022 - 01.2024
Continued Education - Cyber Security
The University of Texas At Arlington
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